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How-to guideWorkspace

Create a role

Make a role with exactly the permissions a job needs, like a support lead who can assign chats.

5 minutesOwners and adminsUpdated

Soosh has four built-in roles: Owner, Admin, Manager and Agent. You can’t change them, but you can create your own next to them.

Before you start

Section titled “Before you start”
  • Owner or admin role in Soosh

Create the role

Section titled “Create the role”

  1. Go to Settings > Roles & permissions and click Add role.

  2. In Name, enter the job it’s for, like Support lead.

  3. Optional: in Description, say what it’s for.

  4. Under Permissions, open each area and tick what the role can do: View, Create and edit, Delete, and actions such as Assign or Pick up. Anything left unticked stays hidden from people with the role.

  5. Optional: turn on Default role for new users to preselect it when adding members.

  6. Click Create.

    Open in Soosh

You can only tick permissions you have yourself.

Result

Section titled “Result”

The role is in the list and in the Role field when you add or edit a member. To see what a built-in role can do, click it in the list.

Section titled “Related”